See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $14,725 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,104 | $155,795-74.3% | $136,294-70.6% | $69,631-42.4% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.4pp | 70.7%+15.6pp |
| Annual return | 17.85% | 232464.33%-232446.5pp | 5155.94%-5138.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $668 | $2,991-77.7% | $4,695-85.8% | $2,032-67.1% |
| Participant deferral / active EE | $2,610 | $5,394-51.6% | $6,247-58.2% | $3,224-19.0% |
| Admin fee / account holder | $38 | $128-70.5% | $9,243-99.6% | $110-65.7% |